Perfex CRM to n8n Webhooks – Real-Time Automation & Workflow Integration Module

Note: This module requires a working Perfex CRM and an existing n8n instance (self-hosted or cloud-based). n8n installation and server setup are not included.

Brief Description

Perfex CRM to n8n Webhooks Module enables real-time, event-driven automation by instantly sending webhook events from Perfex CRM to your n8n instance.

This module transforms Perfex CRM into an automation-ready platform — allowing you to build unlimited workflows, integrate with hundreds of services, and automate business operations without recurring subscription fees.

No polling. No delays. Full data ownership.

License Notice

Important: If you are using this module in a SaaS, multi-tenant, or client-facing platform, an Extended License is required as per Envato licensing rules.

Key Features

Real-Time Webhook Triggers: Instantly send events from Perfex CRM to n8n the moment an action occurs — true real-time automation without polling.
Supports Core CRM Events: Leads, Invoices, Proposals, Customers, Contacts, Tasks, Estimates, and more — covering essential CRM workflows.
Queued & Non-Blocking Processing: All webhook events are processed asynchronously to ensure Perfex CRM remains fast and responsive even during high activity.
Secure Webhook Authentication: Webhook payloads are protected using HMAC-SHA256 signature verification to ensure trusted delivery.
Event Delivery Logs: Monitor every webhook attempt with detailed logs for debugging, auditing, and reliability tracking.
Automatic Retry for Failed Webhooks: Intelligent retry handling ensures events are not lost due to temporary failures.
Optimized for Self-Hosted n8n: Unlimited workflows, full data ownership, and zero monthly automation fees.

Who Can Use This Module?

Small & Medium Businesses (SMEs)
Automate lead handling, invoicing, and customer updates while reducing manual work and operational errors.
Digital Agencies
Manage multiple clients and automate CRM-driven workflows without paying per-client automation fees.
Sales & Marketing Teams
Trigger real-time notifications, lead nurturing workflows, and campaign automation whenever CRM data changes.
SaaS & Platform Businesses
Automate onboarding, billing, and lifecycle workflows in multi-tenant environments (^{Extended License required}).
Developers & System Integrators
Build advanced integrations and custom workflows using Perfex CRM webhook events.
Service-Based Businesses
Automate client communication, task creation, and internal processes based on CRM activity.

Supported Events – Quick Reference

Resource	Events
Leads	Created, Updated, Deleted, Status Changed, Converted
Customers	Created, Updated, Deleted
Contacts	Created, Updated, Deleted
Invoices	Created, Updated, Deleted, Status Changed, Sent
Payments	Created, Deleted
Estimates	Created, Updated, Deleted, Accepted, Declined
Proposals	Created, Updated, Deleted, Accepted, Declined
Projects	Created, Updated, Deleted, Status Changed
Tasks	Created, Updated, Deleted, Status Changed
Tickets	Created, Deleted, Status Changed, Reply Added
Contracts	Created, Updated, Deleted
Expenses	Created, Updated
Staff	Created, Updated, Deleted
Credit Notes	Created, Updated, Deleted

*Additional events will be added based on feasibility.

Webhook Payload Structure

Each webhook includes a standardized JSON payload containing full event metadata and resource data, making it easy to consume in n8n workflows.

Event Metadata: Event type, timestamp, webhook details
Resource Data: Full entity data (lead, invoice, customer, etc.)
Related Information: Status, source, custom fields, and relationships

Real-World Automation Examples

Instant Lead Notification

Lead Created → n8n → Slack Alert → Google Sheets → Trello → SMS Notification

Automated Invoice Processing

Invoice Created → n8n → QuickBooks → Email Accounting → Update Dashboard

Client Onboarding Workflow

Proposal Accepted → n8n → Google Drive → Welcome Email → Mailchimp → Asana

Multi-System CRM Sync

Customer Updated → n8n → HubSpot → Salesforce → Zendesk → Audit Log

This module replaces Zapier, Make, Pabbly, and similar paid automation tools.

Why Choose n8n for Perfex CRM Automation?

Unlimited Executions – No caps, no overage fees
400+ Integrations – Connect virtually any service
Complete Data Privacy – Self-hosted & secure
Open-Source Freedom – No vendor lock-in
Advanced Workflow Logic – IF/ELSE, loops, retries

Installation & Documentation

Follow our step-by-step online documentation to install and activate the module.

Video Demonstration

Watch the Video Tutorial on YouTube

Support & Questions

Access our documentation or submit a ticket via our support system. Response time: 12–24 hours.

Changelog

Version 1.0

Initial release

Important Notes

Before purchasing: Please review documentation and license requirements carefully.

Perfex CRM to n8n - Webhooks & Real-Time Automation Module